+129.1%
ASML vs OPEN
-38.6%
+167.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +4.1% |
| 7D | +1.1% | -4.3% | +5.4% | +1.4% |
| 30D | +2.2% | -16.2% | +18.4% | +3.2% |
| 3M | -2.3% | -36.4% | +34.1% | 0.0% |
| 6M | +23.0% | -35.5% | +58.4% | +25.6% |
| YTD | +61.1% | -46.0% | +107.0% | +65.4% |
| 1Y | +129.1% | -47.1% | +176.3% | +137.5% |
| All | +129.1% | -38.6% | +167.7% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling